Civic Intelligence

Central Employees Benefit Veba Tr

990 • Fiscal year 2017 • EIN 31-1607892

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization ProfileN/A

Refreshing map…

800 S Washington StVan Wert, OH 45891

(419) 238-1010

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

9.5%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$19,815,247

Up $2,024,558 (+11%) from 2016

Net Assets

Up

$19,810,451

Up $2,022,024 (+11%) from 2016

Liabilities

Up

$4,796

Up $2,534 (+112%) from 2016

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin78th percentile

Revenue

Up

$11,467,211

Up $997,673 (+9.5%) from 2016

Expenses

Up

$9,445,187

Up $1,128,526 (+14%) from 2016

Net Income

Down

$2,022,024

Down $130,853 (-6.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $12,950,846Liabilities 2011: $1,368Net Assets 2011: $12,949,4782011Assets 2012: $13,207,511Liabilities 2012: $1,888Net Assets 2012: $13,205,6232012Assets 2013: $14,397,672Liabilities 2013: $596Net Assets 2013: $14,397,0762013Assets 2015: $15,636,362Liabilities 2015: $812Net Assets 2015: $15,635,5502015Assets 2016: $17,790,689Liabilities 2016: $2,262Net Assets 2016: $17,788,4272016Assets 2017: $19,815,247Liabilities 2017: $4,796Net Assets 2017: $19,810,4512017Assets 2018: $21,358,632Liabilities 2018: $1,112,194Net Assets 2018: $20,246,4382018Assets 2019: $22,013,949Liabilities 2019: $1,587Net Assets 2019: $22,012,3622019Assets 2020: $23,732,823Liabilities 2020: $3,403Net Assets 2020: $23,729,4202020Assets 2021: $23,872,575Liabilities 2021: $2,399Net Assets 2021: $23,870,1762021Assets 2022: $22,341,618Liabilities 2022: $2,945Net Assets 2022: $22,338,6732022Assets 2024: $23,171,504Liabilities 2024: $3,468Net Assets 2024: $23,168,0362024

Highlighted filing

2017

Assets$19,815,247
Liabilities$4,796
Net Assets$19,810,451
Open 2017 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,484,0682011Expenses 2012: $7,497,8112012Revenue 2013: $8,222,592Expenses 2013: $7,031,139Net Income 2013: $1,191,4532013Revenue 2015: $7,612,919Expenses 2015: $7,421,881Net Income 2015: $191,0382015Revenue 2016: $10,469,538Expenses 2016: $8,316,661Net Income 2016: $2,152,8772016Revenue 2017: $11,467,211Expenses 2017: $9,445,187Net Income 2017: $2,022,0242017Revenue 2018: $11,364,104Expenses 2018: $10,120,414Net Income 2018: $1,243,6902018Revenue 2019: $12,323,038Expenses 2019: $10,557,114Net Income 2019: $1,765,9242019Revenue 2020: $12,398,328Expenses 2020: $10,681,269Net Income 2020: $1,717,0592020Revenue 2021: $12,055,872Expenses 2021: $11,915,115Net Income 2021: $140,7572021Revenue 2022: $10,612,747Expenses 2022: $12,144,250Net Income 2022: -$1,531,5032022Revenue 2024: $11,440,462Expenses 2024: $12,139,710Net Income 2024: -$699,2482024

Highlighted filing

2017

Revenue$11,467,211
Expenses$9,445,187
Net Income$2,022,024
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.0
Gross Receipts
$11,467,211
Mission and Program Overview

Mission

Voluntary Employee Benefits - Medical, Life, Dental and Vision Benefits

Voluntary Employee Benefits - Medical, Life, Dental and Vision Benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$17,788,427$19,810,451▲ $2,022,024
Investments in Publicly Traded Securities$17,012,757$18,835,313▲ $1,822,556
Cash and Non-Interest-Bearing Accounts$473,103$691,314▲ $218,211
Accounts Receivable$148,000$134,000▼ $14,000
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$17,790,689$19,815,247▲ $2,024,558
Other Assets Total$156,829$154,620▼ $2,209
Liabilities
Accounts Payable and Accrued Expenses$2,262$4,796▲ $2,534
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,262$4,796▲ $2,534
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,788,427$19,810,451▲ $2,022,024
Total Liabilities and Net Assets / Fund Balance$17,790,689$19,815,247▲ $2,024,558
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,858,009
Investment Income
$1,609,202
Other Revenue
$0
Change in Net Assets
$2,022,024
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$424,641
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$9,020,546--$9,020,546
Fees for Services Management$0$390,553$0$390,553
Other Expenses$0$34,088$0$34,088
Total Functional Expenses$9,020,546$424,641$0$9,445,187
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Directors of the Trustee are elected by policyholder/members, as trustee is a mutual insurer.”

Form 990, Part VI, Section B, Line 11B

“Completed 990 is reviewed by member of governing board with financial knowledge on behalf of all 10 members.”

Form 990, Part VI, Section B, Line 12C

“Annual Conflict of Interest declaration forms are required.”

Form 990, Part VI, Section C, Line 19

“Summarized financial statements are provided to trust beneficiaries annually. Governing documents, conflict of interest and more detailed financial information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Central Employees Benefit Veba Tr
EIN
31-1607892
Phone
4192381010
Address
800 S WASHINGTON ST, VAN WERT, OH 45891

Signing Officer

Name
Thad Eikenbary
Title
VP-Treasurer
Phone
4192381010
Signed
2018-05-01

Organization Details

Principal Officer
Thad R Eikenbary
Formed
1998
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
5
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Vision Expenses-Covers various expenses relating to preventing and diagnostic treatment: Expense $111,930 Stop Loss Premium-Reinsurance contract on large medical claims: Expense $308,296 Employee Assistance Program-Personal assessment and counseling services: Expense $11,672”

Raw XML AppendixShowing 400 of 436 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt20
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgSrvcAccomActy2Grp/Desc0Dental expenses - covers various dental expenses relating to prevention and diagnostic treatment, restorative treatment and orthodontic treatment
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0467180
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Life insurance - Covers active participation of twice annual salary. Retirees at one-half coverage upon retirement (maximum of $10,000).
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0317963
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0See schedule O ,statement 1
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0431898
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt07911416
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014804
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0405245
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010454734
IRS990/PYRevenuesLessExpensesAmt02152877
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt08316661
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010469538
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02022024
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt017788427
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt019810451
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Vision Expenses-Covers various expenses relating to preventing and diagnostic treatment: Expense $111,930 Stop Loss Premium-Reinsurance contract on large medical claims: Expense $308,296 Employee Assistance Program-Personal assessment and counseling services: Expense $11,672
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Directors of the Trustee are elected by policyholder/members, as trustee is a mutual insurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Completed 990 is reviewed by member of governing board with financial knowledge on behalf of all 10 members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Annual Conflict of Interest declaration forms are required.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Summarized financial statements are provided to trust beneficiaries annually. Governing documents, conflict of interest and more detailed financial information is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt017790689
IRS990/TotalAssetsEOYAmt019815247
IRS990/TotalAssetsGrp/BOYAmt017790689
IRS990/TotalAssetsGrp/EOYAmt019815247
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0424641
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09020546
IRS990/TotalFunctionalExpensesGrp/TotalAmt09445187
IRS990/TotalGrossUBIAmt01631
IRS990/TotalLiabilitiesBOYAmt02262
IRS990/TotalLiabilitiesEOYAmt04796
IRS990/TotalLiabilitiesGrp/BOYAmt02262
IRS990/TotalLiabilitiesGrp/EOYAmt04796
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017788427
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019810451
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0431898
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt09020546
IRS990/TotalProgramServiceRevenueAmt09858009
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011465580
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011467211
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01631
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017790689
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019815247

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,815,247
Liabilities
$4,796
Net assets
$19,810,451
Revenue
$11,467,211
Expenses
$9,445,187
Net income
$2,022,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.2$0.00$23.2$11.4$12.1$0.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$0.00$22.3$10.6$12.1$1.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$0.00$23.9$12.1$11.9$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$0.00$23.7$12.4$10.7$1.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.0$0.00$22.0$12.3$10.6$1.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$1.11$20.2$11.4$10.1$1.24
2017Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$11.5$9.45$2.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.00$17.8$10.5$8.32$2.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.00$15.6$7.61$7.42$0.19
2013Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$8.22$7.03$1.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.00$13.2$7.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$0.00$12.9$6.48